Category: Power BI

Big data processing illustration Progressus Resource Management

Combine CRM and Powerful Reporting to Understand Customer Behaviors

If you have multiple silos of customer data—Excel spreadsheets, a marketing database, an e-commerce website, and an accounting system—it’s difficult to get a 360-degree view of customers. You spend endless hours trying to identify buying habits so you can target customer segments with specific messaging. Think about the time you spend in a day, a…
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Power BI & Dynamics 365

Power BI and Microsoft Dynamics 365 CE — the Dynamic Duo You Need to Meet

We often tout the advantages of being part of the Microsoft family — specifically the ability to leverage complementary products that boost functionality and add real value. In this case, the value is in combining actionable data from multiple applications into useful reports and dashboards. These reports and dashboards enable your marketing, sales, and customer…
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Dynamics 365 Customer Voice

Ditch the Crystal Ball: Truly Understand What Your Customers Think

To truly understand what your customers think, it’s time to “ditch the crystal ball” trying to find the answers on your own. Instead, give your customers a “voice” so they can tell you themselves. That’s the only way to know for sure how they feel about your products and services and to determine the needs…
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Illustration of Power Platform Concept

Enforcing Ransomware Platform Protections with the Microsoft Power Platform

The Microsoft Power Platform allows users to work with data and build custom apps, websites, and automations that protect your organization, surface detailed insights that detect anomalies and threats in real-time, and embed security protections into your creations. All Power Platform solutions operate on a security model provided by Microsoft Dataverse that protects data privacy…
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Power BI Simulation for Field Services

Power BI Simulation for Field Service

Over many years and countless conversations with field services clients, we’ve found the drivers behind these businesses incredibly compelling. For example, how they design their business models to drive performance and profitability – despite all of the moving parts in the mix: service techs and their time, of course, but also parts, labor, fuel, and…
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Resource Utilization with Gauge

Importance of Resource Utilization in Professional Services Companies

Professional services firms offer customized, knowledge-based services to clients. And rather than selling physical inventory, they sell time, expertise, and unique perspectives by the hour or by the project. Your most valuable assets are your experts — and the specialized skills and deep insights they bring to the table. They literally are the product. Resource…
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Using Power BI and Business Central

Power BI and Dynamics 365 Business Central

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Tracking Utilization Rates

Best Practices for Tracking Utilization for Professional Services Organizations

Resource utilization rates are a great way to take the pulse of a professional services organization. Besides telling you if your resources are overworked or underutilized, utilization rates usually give you clues about how well the company functions in generating proposals, planning projects, and hiring resources. Yes, the utilization rate needs to be high enough…
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A Comprehensive Overview of Microsoft Dynamics ERP

A Comprehensive Overview of Microsoft Dynamics ERP

ERPs are traditionally associated with supply chain management tasks—managing inventory, production schedules, suppliers, fleets, and so on. And yeah, ERPs dynamics do deal with all those things—but they can also do a whole lot more. At its core, an ERP is a shared database for managing resources—which covers an expansive list of business activities including…
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